Interact to see
Advertisement
Advertisement
LOGBX vs RLBGX
LOGBX vs RLBGX Comparison
Open Charts LOGBX vs RLBGX
Scharf Multi-Asset Opportunity Retail
Price$39.62
Change+$0.29 (+0.74%)
VolumeN/A
Net Assets50.49M
American Funds American Balanced R6
Price$37.70
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
LOGBX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LOGBX vs. RLBGX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LOGBX is a Hold and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. LOGBX (50.5M). RLBGX pays higher dividends than LOGBX: RLBGX (1.98) vs LOGBX (0.89). LOGBX was incepted earlier than RLBGX: LOGBX (10 years) vs RLBGX (17 years). LOGBX (1.40) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. LOGBX (29.46). RLBGX has a lower initial minimum investment than LOGBX: RLBGX (250) vs LOGBX (10000). LOGBX annual gain was more profitable for investors over the last year : 12.62 vs. RLBGX (9.38). RLBGX return over 5 years is better than : 36.61 vs. LOGBX (16.29).
| LOGBX | RLBGX | LOGBX / RLBGX | |
| Total Expense Ratio | 1.20 | 0.25 | 480% |
| Annual Report Gross Expense Ratio | 1.40 | 0.25 | 560% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 13.655 | 11.005 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 269B | 0% |
| Annual Yield % from dividends | 0.89 | 1.98 | 45% |
| Returns for 1 year | 12.62 | 9.38 | 135% |
| Returns for 3 years | 23.42 | 39.39 | 59% |
| Returns for 5 years | 16.29 | 36.61 | 45% |
| Returns for 10 years | N/A | 76.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement